Other Citywire websites

Your Business

Platforms: Who's got the biggest tool box?

by Amy Rowe on May 24, 2012 at 15:58

Some platforms go the extra mile to provide advisers with all manner of tools from risk profilers to cashflow modellers, while others prefer not to indulge in adding on ‘bells and whistles’. Here’s your complete guide to all the various tools kits available.

Five minute adviser profile: Peter Cooper of Cooper Johnston Wealth Management

by Natalie Fast on May 24, 2012 at 10:32

Peter Cooper explains why he fears there could be a backlash over IFAs moving towards the 1% fee model.

Life after RDR: Pickersgill puts passives at Chatfield’s core

by Lawrence Fisher on May 23, 2012 at 12:21

Adrian Pickersgill, director of Chatfield Private Client, aims to stay ahead of the competition through improved communications with clients and a range of new services.

Paradigm Norton's Horner talks planning in Dubai

by Michelle Abrego on May 23, 2012 at 12:20

Barry Horner, chief executive of Bristol-based Paradigm Norton Financial Planning, has taken time out from the day-to-day running of the firm to represent the UK at the Financial Planning Standards Board conference in Dubai.

Nationals and networks warned over ‘disguised commission’

by Rachael Revesz on May 23, 2012 at 07:43

IFA nationals and networks face scrutiny from the Financial Services Authority as it begins to look into ‘disguised commission’ payments between providers and advisers, according to solicitors Eversheds.

Adviser Workshop: How to educate clients

by Rachael Revesz on May 22, 2012 at 15:53

Nigel Barker-Smith, Pete Matthew and Darren Lloyd Thomas take different approaches to educating their clients, including running seminars, workshops and masterclasses, and using social media and information packs.

The Wrap Factfiles: James Hay Wrap revamped and re-examined

by Iain Martin, Alex Steger , Amy Rowe on May 22, 2012 at 13:59

The James Hay Wrap has recently undergone a revamp and changed its charging structure. Figures given include its Sipp business.

Your 16-point plan for picking the best passive funds

by Chris Broome on May 22, 2012 at 12:55

Passive funds have the advantages of reducing both costs and risk, but how do you select the best for your clients? Chris Broome of Broome Financial Planning explains all.

Paraplanner profile: Julie Wild of Carbon Financial Partners

on May 17, 2012 at 14:44

Ongoing study and training is 'essential' in an industry that is continually changing, Julie Wild of Carbon Financial Partners says.

Innes Miller: Get set for more retrospective regulation

by Jun Merrett on May 17, 2012 at 14:39

Threesixty’s new recruit Innes Miller urges IFAs to heed the example of Arch Cru.

How to avoid the tax pitfalls of adviser charging

by Matthew Stephens on May 17, 2012 at 11:09

Liability for the payment of adviser charges is about to shift and advisers must get to grips with what tax implications this will have so they can help clients make the right investment choices, writes Matthew Stephens.

Adviser Workshop: How to draft a watertight client agreement

by Jun Merrett on May 16, 2012 at 14:50

Dennis Hall, Iain Wishart and Paul Cleworth offer advice on how to ensure your client agreement is watertight.

Life after RDR: Somal scales down for high-tech future

by Lawrence Fisher on May 16, 2012 at 11:24

Aj Somal of Aurora Financial Planning is cutting back client numbers to provide an improved service to the remaining few.

Seven simple steps to building a soft skills programme

by Chris Davies on May 15, 2012 at 13:54

Current priorities of attaining professional qualifications, client segmentation and the most efficient business structure will give way to a focus on the client once the RDR is implemented, writes Chris Davies of Engage Partnership.

M&G unveils RDR-ready share classes

by Emma Dunkley on May 15, 2012 at 13:39

M&G Investments has outlined how it plans to make sure its fund range is in the right shape for the retail distribution review.

Adviser Profile: Jersey's Wealth Financial Planning

by Tim Cooper on May 14, 2012 at 13:44

Nick Carter and Ryan Lewis have built up recurring income quickly at their small, young firm, Wealth Financial Planning Jersey, eager to give themselves more time to indulge their adventurous pastimes.

Adviser Workshop: What are the pros and cons of hiring former bank advisers?

by Michelle Abrego on May 14, 2012 at 09:00

Stuart Poonawala (pictured), Graham Cross and Kevin Mullins discuss the advantages and disadvantages of employing a former bank adviser.

Life after RDR: Watts sees future in the generation game

by Lawrence Fisher on May 11, 2012 at 11:30

Nicola Watts, director of Jane Smith Financial Planning, aims to stay one step ahead of the competition by offering a standardised investment approach and planning service for families.

How to keep clients at the heart of your centralised investment service

by Melony Holman on May 10, 2012 at 10:39

IFAs with centralised investment propositions must be able to show the regulator they are suitable for their clients, writes Melony Holman.

Life after RDR: Pearse targets tomorrow’s millionaires

by Lawrence Fisher on May 09, 2012 at 10:48

Antony Pearse (pictured) has set up a private client department at Birmingham-based Mackenzie Taylor Benefits Consultants, and aims to bolster professional connections and streamline the advice process.

Contents

Sorry, this link is not
quite ready yet